Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Probate Success Secrets: Real Talk on Leads, Mistakes, Attorneys & What Actually Works

Probate Mastery Episode 207

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0:00 | 1:01:50

Thinking about jumping into the probate real estate game—or already in it and feeling overwhelmed? This episode is packed with real, unscripted insights from pros in the trenches. From building a business with no one-size-fits-all formula to sponsoring attorney lunches, working with public administrators, and learning from mistakes, this is your ultimate behind-the-scenes look at what it takes to grow.


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00:00 Introduction
03:55 The Truth About Building a Business: There’s No One-Size-Fits-All Strategy
08:34 Keeping It Cost-Effective While Figuring Out What Works
10:12 Testing Through Action: How Bruce Builds Campaigns
15:00 Why Cold Mailers Still Matter: Melanie’s Take
18:44 There’s More Than One Way to Grow: Bruce’s Core Reminder
28:14 The Power of Small Changes: David Reflects in Real Time
36:03 You Don’t Have to Spend Big to Start: Bruce Breaks It Down
38:25 Experience, Ethics, and Empathy: Robin on Navigating Pain Points
41:48 How Do You Even Start Sponsoring Attorney Lunches?
42:19 Attorneys Are Just People Too: David Keeps It Real
45:02 "Turning Mistakes Into Momentum: Bruce Calls Out a 'Big Screw-Up
49:23 Accidental Start, Unmatched Reward: Matthew’s Probate Story
52:01 Where Should I Focus? Matthew Breaks Down 600 Probate Leads
53:34 Out-of-State Gold: David’s Biggest Deals Come from Afar
55:33 Working with the Public Administrator? Joyce Asks the Experts
55:59 Treat Public Administrators Like Attorneys? Bruce Weighs In

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